Market Overview - The computer equipment sector declined by 1.63% on February 2, with Tongyou Technology leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Stock Performance - Key gainers included: - Kaiwang Technology (301182) with a closing price of 39.69, up 5.22% [1] - Shen'en Electronics (300479) at 20.52, up 4.16% [1] - Anlian Ruishi (301042) at 86.10, up 1.74% [1] - Notable decliners included: - Tongyou Technology (300302) at 19.73, down 13.08% [2] - Xuanban Information (300324) at 5.57, down 9.58% [2] - Lang Technology (300042) at 33.58, down 9.41% [2] Capital Flow - The computer equipment sector experienced a net outflow of 1.257 billion yuan from institutional investors, while retail investors saw a net inflow of 1.01 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Hikvision (002415) had a net inflow of 272 million yuan from institutional investors, but a net outflow of 191 million yuan from retail investors [3] - Kaiwang Technology (301182) saw a net inflow of 206 million yuan from institutional investors, with a net outflow of 339 million yuan from retail investors [3] - Shen'en Electronics (300479) had a net inflow of 169 million yuan from institutional investors, while retail investors experienced a net outflow of 130 million yuan [3]

1月30日，同有科技涨4.18%，成交额11.43亿元。两融数据显示，当日同有科技获融资买入额1.31亿 元，融资偿还1.06亿元，融资净买入2514.67万元。截至1月30日，同有科技融资融券余额合计5.59亿 元。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 融资方面，同有科技当日融资买入1.31亿元。当前融资余额5.59亿元，占流通市值的5.13%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，同有科技1月30日融券偿还2100.00股，融券卖出7300.00股，按当日收盘价计算，卖出金额 16.57万元；融券余量2.14万股，融券余额48.58万元，超过近一年80%分位水平，处于高位。 资料显示，北京同有飞骥科技股份有限公司位于北京市海淀区地锦路9号院2号楼-1至4层101，成立日期 1998年11月3日，上市日期2012年3月21日，公司主营业务涉及数据存储、数据保护、容灾等基数的研 究、 ...

Group 1 - The company Tongyou Technology announced an earnings forecast on January 30, expecting a net profit loss attributable to shareholders of 35 million to 70 million yuan for 2025, compared to a loss of approximately 281 million yuan in the same period last year [1] Group 2 - The nuclear power construction industry is experiencing a surge, with equipment manufacturers extremely busy, having orders scheduled until 2028, and operating on a three-shift system with production lines running 24 hours a day [1]

Market Overview - The computer equipment sector experienced a decline of 1.4% on January 30, with Haohan Deep leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Stock Performance - Notable gainers in the computer equipment sector included: - Chunzong Technology (603516) with a closing price of 165.70, up 6.94% and a trading volume of 164,300 shares, totaling 2.653 billion yuan [1] - Lang Technology (300042) closed at 37.07, up 5.01% with a trading volume of 359,800 shares, totaling 1.335 billion yuan [1] - Tongyou Technology (300302) closed at 22.70, up 4.18% with a trading volume of 511,400 shares, totaling 1.143 billion yuan [1] Decliners - Major decliners included: - Haohan Deep (688292) with a closing price of 30.00, down 5.42% and a trading volume of 113,000 shares, totaling 3.42 billion yuan [2] - Dahua Intelligent (002512) closed at 5.83, down 5.36% with a trading volume of 734,700 shares, totaling 431 million yuan [2] - Aerospace Intelligent Equipment (300455) closed at 27.45, down 4.82% with a trading volume of 324,900 shares, totaling 894 million yuan [2] Capital Flow - The computer equipment sector saw a net outflow of 2.172 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.956 billion yuan [2] - The detailed capital flow for selected stocks showed: - Tongyou Technology (300302) had a net inflow of 86.67 million yuan from institutional investors, while retail investors had a net outflow of 77.96 million yuan [3] - ST Yingfeituo (002528) experienced a net inflow of 32.07 million yuan from institutional investors, with retail investors seeing a net outflow of 17.88 million yuan [3] - Zhimi Intelligent (001339) had a net inflow of 20.87 million yuan from institutional investors, while retail investors had a net outflow of 38.88 million yuan [3]

Core Viewpoint - The company expects a net loss of 35 million to 70 million yuan for the fiscal year 2025, a significant improvement compared to a loss of 281 million yuan in the same period last year [1] Financial Performance - The company's operating revenue has increased year-on-year, benefiting from enhanced product competitiveness [1] - Gross profit margin has improved by nearly 10% compared to the previous year, contributing to a substantial reduction in net loss [1] Key Factors Affecting Profitability - The primary reasons for the negative net profit include a provision for impairment losses of approximately 45 million yuan on land purchased in Beijing's Fangshan District [1] - Delays in the acceptance of several large sales contracts until the following year have also impacted the financial results for the current reporting period [1]

Financial Performance - The company expects a net loss of approximately 35 million RMB for the fiscal year 2025, compared to a net loss of 280.65 million RMB in the same period last year, indicating a significant reduction in losses [3]. - The company's operating revenue is projected to increase year-on-year, supported by improved product competitiveness and a nearly 10% increase in gross margin [5]. - A major reason for the net loss is a provision for impairment loss of approximately 45 million RMB related to land purchased in Beijing's Fangshan District [6]. - Delays in the acceptance of several large sales contracts have impacted the current year's net profit, with related sales revenue not recognized in this fiscal year [7]. - The company anticipates that the delayed sales contracts will be completed and recognized in 2026, providing strong support for the company's performance in that year [7]. Product Development and Sales - The company has achieved significant growth in high-end storage product sales, particularly in core application scenarios such as user intelligent computing centers and satellite big data [7]. Land Use Rights and Financial Outlook - The company plans to continue monitoring the progress of the land use rights recovery in Fangshan, which could lead to a cash inflow of approximately 180 million RMB, enhancing operational liquidity [6]. - The financial data presented is preliminary and has not been audited by an external accounting firm [8]. - The specific financial figures for the fiscal year 2025 will be detailed in the company's annual report [8]. - Investors are advised to exercise caution and be aware of investment risks related to the ongoing review of land use rights recovery [8].

每经AI快讯，同有科技（300302.SZ）1月29日在投资者互动平台表示，公司聚焦企业级存储技术的研 发，产品可应用于AI、HPC高性能计算等大数据应用场景。 （文章来源：每日经济新闻） ...

Market Overview - The computer equipment sector experienced a decline of 1.1% on January 29, with ZhenTong Electronics leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Notable gainers in the computer equipment sector included: - RuiMing Technology (002970) with a closing price of 60.91, up 10.01% and a trading volume of 171,800 shares, totaling 1.044 billion yuan [1] - MeiAnSen (300275) closed at 13.69, up 3.79% with a trading volume of 243,300 shares, totaling 330 million yuan [1] - Major decliners included: - ZhenTong Electronics (002197) closed at 8.70, down 6.25% with a trading volume of 300,200 shares, totaling 270 million yuan [2] - YuTong Optics (300790) closed at 27.05, down 6.08% with a trading volume of 184,400 shares, totaling 510 million yuan [2] Capital Flow - The computer equipment sector saw a net outflow of 1.766 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.293 billion yuan [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - RuiMing Technology (002970) had a net inflow from institutional investors of 1.75 billion yuan, while retail investors saw a net outflow of 34.85 million yuan [3] - New大陆 (000997) experienced a net inflow of 68.71 million yuan from institutional investors, but a significant outflow of 648.16 million yuan from retail investors [3] - MeiAnSen (300275) had a net inflow of 30.47 million yuan from institutional investors, with a slight net inflow from retail investors of 51,370 yuan [3]

每经AI快讯，有投资者在投资者互动平台提问：长沙存储产业园一期投产后，针对卫星及特殊行业的 高性能存储产线占比是多少？随着2025~2027年商业航天进入密集发射期，公司是否已经签订了长期框 架采购协议（LTA）以保证该细分领域的营收增长？ （文章来源：每日经济新闻） 同有科技（300302.SZ）1月29日在投资者互动平台表示，公司长沙存储产业园存储系统产线为通用产 线，可满足不同产品型号的生产需求。 ...

格隆汇1月29日丨同有科技(300302.SZ)在投资者互动平台表示，公司存储系统产品已在卫星大数据领域 成功收获多个标杆案例项目。 ...